William G. Levis, Cfp®, Cws®
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William G. Levis, Cfp®, Cws® Email & Phone Number

CFP®; CWS® at Levis Planning
Location: New York, New York, United States 5 work roles 1 school
2 work emails found @firstallied.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails

Work email w****@firstallied.com
LinkedIn Profile matched
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Current company
Levis Planning
Role
CFP®; CWS®
Location
New York, New York, United States
Company size
324 employees

Who is William G. Levis, Cfp®, Cws®? Overview

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Quick answer

William G. Levis, Cfp®, Cws® is listed as CFP®; CWS® at Levis Planning, a company with 324 employees, based in New York, New York, United States. AeroLeads shows a work email signal at firstallied.com and a matched LinkedIn profile for William G. Levis, Cfp®, Cws®.

William G. Levis, Cfp®, Cws® previously worked as Senior Financial Advisor at First Allied Securities and Financial Planner at Citi. William G. Levis, Cfp®, Cws® holds Bachelor Of Business Administration (Bba), International Business from City University Of New York-Baruch College.

Company email context

Email format at Levis Planning

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*@firstallied.com
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AeroLeads found 2 current-domain work email signals for William G. Levis, Cfp®, Cws®. Compare company email patterns before reaching out.

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Profile bio

About William G. Levis, Cfp®, Cws®

I utilize a comprehensive approach to wealth management, specializing in providing customized solutions to affluent individuals and their families using a detailed approach to the 13 wealth management issues our studies have shown affluent people are concerned about. Through in-house talent and a network of strategic partners, my goal is to help my clients develop and reach their financial goals sooner and with less risk. Securities offered through First Allied Securities, Inc. Member FINRA/SIPCAdvisory services offered through First Allied Advisory Services,. a registered investment adviser.www.finra.orgwww.sipc.orgSpecialties: Wealth Management, Retirement Planning, Education Planning, Custom Retirement Plans, Estate Planning, Asset Management

Listed skills include Investment Planning, Retirement Planning, Equities, Investments, and 9 others.

Current workplace

William G. Levis, Cfp®, Cws®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Levis Planning
Levis Planning
CFP®; CWS®
New York, NY, US
Website
firstallied.com
Employees
324
AeroLeads page
Company profile
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5 roles

William G. Levis, Cfp®, Cws® work experience

A career timeline built from the work history available for this profile.

Cfp®; Cws®

Levis Planning

New York, NY, US

Senior Financial Advisor

Current
First Allied Securities

1325 Avenue Of The Americas, 27th Floor

Retirement Planning; Wealth Management, Education Planning, Asset Management, Estate Planning

Nov 2009 - Present

Cfp®; Cws®

Current
Levis Planning

1325 Avenue Of The Americas, 27th Floor New York, NY 10019 USA

CFP® Certified Financial PlannerFinancial AdvisorLicensed in the following state(s): CA, CO, FL, NJ, NY, RI, WA, IL, GA

Sep 1999 - Present

Financial Planner

Citi
Dec 2002 - Nov 2009
Team & coworkers

Colleagues at Levis Planning

Other employees you can reach at firstallied.com. View company contacts for 324 employees →

JF Jeffrey Forehand, Cws® Jeffrey Forehand, Cws® Colleague at Levis Planning Myrtle Beach, South Carolina, United States, United States View → BB Brent Broaddus Brent Broaddus Colleague at Levis Planning Irvine, California, United States, United States View → CC Carla Crinklaw Carla Crinklaw Colleague at Levis Planning Eugene, Oregon, United States, United States View → JE James E. Pede, Jr., Cfp, Clu, Chfc James E. Pede, Jr., Cfp, Clu, Chfc Colleague at Levis Planning West Des Moines, Iowa, United States, United States View → EV Ed Von Ruff Ed Von Ruff Colleague at Levis Planning Friendswood, Texas, United States, United States View → CB Christopher Butrym Christopher Butrym Colleague at Levis Planning Sutton, Massachusetts, United States, United States View → RR Rebecca Rice Rebecca Rice Colleague at Levis Planning San Diego, California, United States, United States View → AN Al Nasser Al Nasser Colleague at Levis Planning Sparta, New Jersey, United States, United States View → KS Kara Starrs Kara Starrs Colleague at Levis Planning Halifax, Nova Scotia, Canada, Canada View → RO Ryan Owens Ryan Owens Colleague at Levis Planning Austin, Texas Metropolitan Area, United States View →
1 education record

William G. Levis, Cfp®, Cws® education

FAQ

Frequently asked questions about William G. Levis, Cfp®, Cws®

Quick answers generated from the profile data available on this page.

What company does William G. Levis, Cfp®, Cws® work for?

William G. Levis, Cfp®, Cws® works for Levis Planning.

What is William G. Levis, Cfp®, Cws®'s role at Levis Planning?

William G. Levis, Cfp®, Cws® is listed as CFP®; CWS® at Levis Planning.

What is William G. Levis, Cfp®, Cws®'s email address?

AeroLeads has found 2 work email signals at @firstallied.com for William G. Levis, Cfp®, Cws® at Levis Planning.

Where is William G. Levis, Cfp®, Cws® based?

William G. Levis, Cfp®, Cws® is based in New York, New York, United States while working with Levis Planning.

What companies has William G. Levis, Cfp®, Cws® worked for?

William G. Levis, Cfp®, Cws® has worked for Levis Planning, First Allied Securities, Citi, and Ameriprise Financial Services, Inc..

Who are William G. Levis, Cfp®, Cws®'s colleagues at Levis Planning?

William G. Levis, Cfp®, Cws®'s colleagues at Levis Planning include Jeffrey Forehand, Cws®, Brent Broaddus, Carla Crinklaw, James E. Pede, Jr., Cfp, Clu, Chfc, and Ed Von Ruff.

How can I contact William G. Levis, Cfp®, Cws®?

You can use AeroLeads to view verified contact signals for William G. Levis, Cfp®, Cws® at Levis Planning, including work email, phone, and LinkedIn data when available.

What schools did William G. Levis, Cfp®, Cws® attend?

William G. Levis, Cfp®, Cws® holds Bachelor Of Business Administration (Bba), International Business from City University Of New York-Baruch College.

What skills is William G. Levis, Cfp®, Cws® known for?

William G. Levis, Cfp®, Cws® is listed with skills including Investment Planning, Retirement Planning, Equities, Investments, Mutual Funds, Finance, Wealth Management, and Series 7.

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